New Client Acquisition Specialist

Key Responsibilities:

• Initiate the Advisor Opportunity Sales Pipeline by developing and qualifying leads.
• Create a high volume of outbound dials and email activity to screen prospective clients.
• Utilize Salesforce to prioritize work queues and record interactions accurately.

Requirements:

• Bachelor's Degree in business or related field, or equivalent experience.
• Outbound sales experience in financial services with a proven track record.
• Strong phone presence and communication skills; familiarity with Salesforce preferred.

Compensation and Benefits:

• Base salary of $50,000 plus variable compensation, with total earning potential of $80,000 to $100,000.
• Comprehensive benefits include medical, dental, vision, 401k with match, and 18 days of PTO.
• Optional overtime and performance-based incentives are available.

Company Culture:

• Wealth Enhancement is a collaborative, team-based firm serving over 90,000 households.
• We value professional development with training, tuition reimbursement, and growth opportunities.